XYLD icon

Global X S&P 500 Covered Call ETF

222 hedge funds and large institutions have $1.09B invested in Global X S&P 500 Covered Call ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.22%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
26
Increased
85
Reduced
81
Closed
27
Calls
$1.45M
Puts
$1.31M
Net Calls
+$139K
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Shares
Change %
PCP
126
Proficio Capital Partners
Massachusetts
$484K +$484K +11,860 New
CAG
127
Curtis Advisory Group
California
$478K
HA
128
Herold Advisors
New York
$473K
LA
129
Lifeworks Advisors
Michigan
$469K -$136K -3,344 -23%
BPA
130
Beacon Pointe Advisors
California
$468K
EA
131
Eudaimonia Advisors
Tennessee
$465K -$36.6K -898 -7%
MF
132
Manchester Financial
California
$451K -$52.7K -1,292 -10%
William Blair & Company
133
William Blair & Company
Illinois
$439K +$37.6K +921 +9%
SWP
134
Semus Wealth Partners
Florida
$436K -$21.9K -538 -5%
FHA
135
Flagship Harbor Advisors
Massachusetts
$429K -$84.9K -2,081 -17%
PAS
136
Park Avenue Securities
New York
$399K +$399K +9,778 New
MFIM
137
Mesirow Financial Investment Management
Illinois
$382K +$112K +2,744 +41%
SL
138
Salomon & Ludwin
Virginia
$378K
MAM
139
Milestone Asset Management
Pennsylvania
$367K -$73.8K -1,809 -17%
YIH
140
Y-Intercept (HK)
Hong Kong
$364K +$1.51K +37 +0.4%
WCG
141
Weaver Consulting Group
California
$363K -$26.4K -646 -7%
SCA
142
Snowden Capital Advisors
New York
$357K +$2.04K +50 +0.6%
NRI
143
NFP Retirement Inc
California
$344K -$300K -7,364 -47%
MFG
144
MidWestOne Financial Group
Iowa
$343K -$388K -9,500 -53%
APW
145
Atlantic Private Wealth
North Carolina
$341K
MWM
146
Mattern Wealth Management
Kansas
$317K +$21K +516 +7%
KPWS
147
Kestra Private Wealth Services
Texas
$316K +$57.1K +1,399 +22%
IAA
148
Independent Advisor Alliance
North Carolina
$312K +$14.6K +359 +5%
Envestnet Portfolio Solutions
149
Envestnet Portfolio Solutions
Illinois
$307K +$56.5K +1,384 +23%
AFP
150
Ausdal Financial Partners
Iowa
$295K -$21.7K -532 -7%